American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q1 2023
Institutional positions in American Express Co as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,056
- +90 vs. Q4 2022
- Shares held
- 626.4M
- +2.67M (+0.4%) vs. Q4 2022
- Total value
- $102.9B
- +$10.8B (+11.8%) vs. Q4 2022
- New holders
- 189
- 749 more added
- Sold out
- 99
- 738 more reduced
42 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 2,733 | $450.8K | 0.07% | −346−11.2% | Reduced |
| Authentikos Wealth Advisory, LLC | 3,049 | $450.5K | 0.46% | +3,049 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,730 | $450.3K | 0.02% | +408+17.6% | Added |
| SYSTM Wealth Solutions LLC | 2,729 | $450.1K | 0.07% | −2,619−49.0% | Reduced |
| IFP Advisors, Inc | 5,310 | $450.0K | 0.02% | −4,226−44.3% | Reduced |
| Garrison Asset Management, LLC | 2,726 | $449.7K | 0.28% | +45+1.7% | Added |
| Revisor Wealth Management LLC | 2,722 | $449.0K | 0.41% | +2,722 | New |
| Sheets Smith Wealth Management | 2,714 | $447.7K | 0.07% | +2,714 | New |
| Wealthcare Advisory Partners LLC | 2,696 | $444.7K | 0.02% | +397+17.3% | Added |
| Kozak & Associates, Inc. | 2,680 | $442.0K | 0.20% | +7+0.3% | Added |
| Triangle Securities Wealth Management | 2,676 | $441.4K | 0.16% | 00.0% | Unchanged |
| Castleark Management LLC | 2,675 | $441.2K | 0.02% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,673 | $440.9K | 0.01% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,669 | $440.2K | 0.18% | −49−1.8% | Reduced |
| ASB Consultores, LLC | 2,668 | $440.1K | 0.18% | +2,668 | New |
| SPC Financial, Inc. | 2,662 | $439.1K | 0.05% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,662 | $439.0K | 0.01% | −1,949−42.3% | Reduced |
| REDW Wealth LLC | 2,656 | $438.1K | 0.14% | +263+11.0% | Added |
| All Season Financial Advisors, Inc. | 2,654 | $437.8K | 0.40% | +2,654 | New |
| Capital Analysts, LLC | 2,645 | $436.0K | 0.02% | −86−3.1% | Reduced |
| Larson Financial Group LLC | 2,641 | $435.7K | 0.05% | +2,339+774.5% | Added |
| Donoghue Forlines LLC | 2,626 | $433.2K | 0.16% | +2,626 | New |
| Benedetti & Gucer, Inc. | 2,624 | $433.0K | 0.25% | +336+14.7% | Added |
| First Citizens Bank & Trust Co | 2,623 | $432.7K | 0.01% | −75−2.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,613 | $431.0K | 0.23% | −85−3.2% | Reduced |
| Paragon Capital Management Ltd | 2,612 | $430.8K | 0.10% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,609 | $430.4K | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,606 | $429.8K | 0.09% | +2,606 | New |
| Silver Lake Advisory, LLC | 2,602 | $429.1K | 0.24% | +2,602 | New |
| Merrion Investment Management Co, LLC | 2,601 | $429.0K | 0.41% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,600 | $428.9K | 0.05% | +2,182+522.0% | Added |
| Pioneer Trust Bank N A | 2,600 | $428.9K | 0.13% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,600 | $428.9K | 0.18% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,591 | $427.4K | 0.08% | −139−5.1% | Reduced |
| Ballast Advisors LLC | 2,590 | $427.2K | 0.17% | −31−1.2% | Reduced |
| Regatta Capital Group, LLC | 2,884 | $426.1K | 0.15% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,575 | $424.7K | 0.12% | −125−4.6% | Reduced |
| Birch Hill Investment Advisors LLC | 2,559 | $422.1K | 0.03% | −3,000−54.0% | Reduced |
| XTX Topco Ltd | 2,557 | $421.8K | 0.09% | −8,129−76.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,556 | $421.6K | 0.09% | +100+4.1% | Added |
| Duncker Streett & Co Inc | 2,550 | $420.6K | 0.10% | 00.0% | Unchanged |
| Burt Wealth Advisors | 2,550 | $420.6K | 0.13% | +675+36.0% | Added |
| Edmond de Rothschild Holding S.A. | 2,546 | $420.0K | 0.01% | +476+23.0% | Added |
| Midwest Professional Planners, LTD. | 2,538 | $418.7K | 0.20% | +177+7.5% | Added |
| Northstar Asset Management LLC | 2,538 | $418.6K | 0.12% | +32+1.3% | Added |
| Zullo Investment Group, Inc. | 2,528 | $417.1K | 0.26% | +40+1.6% | Added |
| Mayflower Financial Advisors, LLC | 2,523 | $416.2K | 0.05% | +50+2.0% | Added |
| Round Hill Asset Management | 2,522 | $416.0K | 0.26% | +205+8.8% | Added |
| Mirador Capital Partners LP | 2,522 | $416.0K | 0.10% | +2,522 | New |
| TNF LLC | 2,575 | $415.5K | 0.19% | −1,000−28.0% | Reduced |
| Allstate Corp | 2,515 | $414.8K | 0.03% | −21,889−89.7% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $413.4K | 0.20% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,502 | $413.0K | 0.09% | −978−28.1% | Reduced |
| Harbour Investment Management LLC | 2,500 | $412.4K | 0.23% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,500 | $412.4K | 0.16% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $412.4K | 0.28% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,500 | $412.0K | 0.03% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,497 | $411.8K | 0.06% | −71−2.8% | Reduced |
| Addison Capital Co | 2,494 | $411.0K | 0.31% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 2,480 | $409.1K | 0.15% | −50−2.0% | Reduced |
| Sippican Capital Advisors | 2,478 | $408.7K | 0.39% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,474 | $408.1K | 0.01% | −15,300−86.1% | Reduced |
| Hunter Associates Investment Management LLC | 2,467 | $407.0K | 0.09% | −200−7.5% | Reduced |
| Covenant Asset Management, LLC | 2,461 | $405.9K | 0.13% | +161+7.0% | Added |
| Howland Capital Management LLC | 2,443 | $403.0K | 0.02% | +513+26.6% | Added |
| Means Investment Co., Inc. | 2,441 | $402.7K | 0.07% | +2+0.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,439 | $402.3K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,437 | $402.0K | 0.07% | +10.0% | Added |
| Adirondack Trust Co | 2,433 | $401.3K | 0.20% | −16−0.7% | Reduced |
| Tobam | 2,430 | $401.0K | 0.03% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,415 | $398.4K | 0.18% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 2,410 | $397.5K | 0.26% | −67−2.7% | Reduced |
| Wittenberg Investment Management, Inc. | 2,410 | $397.5K | 0.15% | 00.0% | Unchanged |
| First National Corp | 2,410 | $397.5K | 0.09% | +2,410 | New |
| LS Investment Advisors, LLC | 2,406 | $396.9K | 0.07% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,401 | $396.1K | 0.30% | −950−28.3% | Reduced |
| Confluence Investment Management LLC | 2,400 | $395.9K | 0.01% | −21−0.9% | Reduced |
| Eudaimonia Partners, LLC | 2,380 | $392.6K | 0.10% | −85−3.4% | Reduced |
| StoneX Group Inc. | 2,372 | $391.2K | 0.04% | +607+34.4% | Added |
| 626 Financial, LLC | 2,356 | $388.6K | 0.26% | −686−22.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,353 | $388.0K | 0.19% | −35−1.5% | Reduced |
| Strategic Blueprint, LLC | 2,349 | $387.5K | 0.04% | −160−6.4% | Reduced |
| Great Lakes Retirement, Inc. | 2,346 | $387.0K | 0.07% | +2,346 | New |
| Patten Group, Inc. | 2,330 | $384.3K | 0.12% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,329 | $384.2K | 0.05% | +21+0.9% | Added |
| PDS Planning, Inc | 2,323 | $383.1K | 0.05% | +565+32.1% | Added |
| 9258 Wealth Management, LLC | 2,317 | $382.2K | 0.08% | +226+10.8% | Added |
| DT Investment Partners, LLC | 2,397 | $381.9K | 0.05% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,313 | $381.5K | 0.23% | +10.0% | Added |
| Petrus Trust Company, LTA | 2,312 | $381.4K | 0.05% | +2,312 | New |
| Level Four Advisory Services, LLC | 2,301 | $379.6K | 0.02% | +299+14.9% | Added |
| Mechanics Bank Trust Department | 2,300 | $379.4K | 0.06% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,300 | $379.4K | 0.04% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,300 | $379.4K | 0.27% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,289 | $377.5K | 0.02% | −143−5.9% | Reduced |
| Marino, Stram & Associates LLC | 2,287 | $377.3K | 0.11% | +11+0.5% | Added |
| M&R Capital Management Inc | 2,285 | $377.0K | 0.11% | −9−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 2,280 | $376.1K | 0.02% | +760+50.0% | Added |
| Charter Trust Co | 2,280 | $376.1K | 0.03% | −55−2.4% | Reduced |
| Toth Financial Advisory Corp | 2,271 | $374.7K | 0.06% | +191+9.2% | Added |